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  1. Extend
  2. Getting started

Getting started

Getting started

  • Introduction
  • Navigating Extend
  • How do I sign up with Extend?
  • How do I register an Account (plastic card) with Extend?

Organizations & Roles

  • Create your Organization
  • Invite your team
  • Assign Roles

Virtual cards & budgets

  • How do I create a virtual card?
  • What are the different types of Budgets?
  • How do I create or update a Budget?
  • What are the different virtual card types?
  • Create virtual cards in bulk
  • Field employee card requests
  • See all 7 articles

For card recipients

  • How do I pay with my virtual card?
  • How do I request a virtual card?
  • Request an update to your virtual card

Reporting

  • How do I set up reference codes?
  • How Can I Download My Transactions?
  • How Can I Filter My Transactions?
  • How To Reconcile Your Bank Statement
  • Integrate with Quickbooks
  • Integrate with Expensify
  • See all 7 articles

Profile, preferences, & people

  • Manage notification settings
  • Reset your password
  • Update billing information
  • Disconnect your account from Extend
  • Delete your Extend account
  • Manage contacts

FAQs

  • How do I register my American Express Card with Extend?
  • General support questions

Expense Management

  • Attaching Receipts and Adding Notes
  • Creating and Updating Receipt Rules
  • Sending Receipt Reminders
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